Import Contacts from Google Contacts
Learning how to import contacts from Google Contacts allows you to seamlessly transfer your existing network into your workspace CRM without manually re-typing every email and phone number. The platform securely connects directly to your Google account, letting you pick and choose exactly who gets added to your database.
This guide covers how to authorize the connection and import your contacts.
Step 1: Access the Google Import Tool
- Navigate to your main Contacts dashboard.
- Click the Add contact button (marked with a Plus icon) in the top right corner.
- In the options menu that appears, click the Import from Google button at the bottom. This will launch the Google Contacts Import window.
Step 2: Connect Your Google Account
If this is your first time importing, you need to authorize the platform to read your Google Contacts.
- The import window will display a prompt to connect your account. Click the Connect Google account button.
- You will be securely redirected to Google's standard login page.
- Sign in to your preferred Google account.
- Crucial Step: When Google asks for permissions, ensure the box for Contacts access is checked. The import will fail due to missing permissions if this is not granted.
- Once authorized, you will be redirected back to the platform.
💡 Switching Accounts: If you connected the wrong Google account, you can click the "Switch account" link at the top of the connected window to disconnect and authorize a different email address.
Step 3: Select and Import Your Contacts
Once connected, the platform will load a list of your available Google Contacts.
- Search and Filter: You can scroll through the list, which displays the contact's name, email, phone, and company, or use the search bar at the top to find specific people.
- Select Contacts: Click the toggle switch next to a person's name to select them for import. You can select multiple contacts.
- Finalize: Click the bright green Import contacts button in the bottom right corner of the window (the button will display the exact number of people you selected).
The selected profiles will be instantly generated in your CRM. The platform automatically flags these records as Google imports, preventing duplicate entries in future automations.